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TOP 30 Family financial planning in Commerce, CA
19 results found
A convenient service for searching for businesses, places and services
Juan Manuel Castillo: Primerica - Financial Services
Juan Manuel Castillo: Primerica - Financial Services is a reputable finance and insurance agency located at 5350 Commerce Boulevard in Rohnert Park, California, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping individuals and families achieve their financial goals. Whether it's investing, retirement planning, or insurance needs, the team at Juan Manuel Castillo: Primerica is committed to providing personalized and comprehensive solutions to meet the unique needs of each client. Trustworthy and professional, this institution is a go-to destination for all your financial needs.
Catherine Chen - State Farm Insurance Agent
Catherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.
Courtney Morrow - State Farm Insurance Agent
Courtney Morrow - State Farm Insurance Agent is an insurance agency located at 5365 El Camino Real in Atascadero, California. Situated halfway between the Atascadero Police Department and K. Jons Jewelry Co, our blue craftsman office is easily recognizable. Courtney Morrow, a military veteran, has been a part of the State Farm family since 2008 and opened her own agency in 2014. At our Atascadero location, our dedicated team focuses on providing informed and compassionate service to help you achieve your financial goals. We serve families in San Luis Obispo County and beyond, offering a range of insurance services including auto, home, life, and more. As a member of the community, Courtney Morrow is actively involved in local organizations such as the Templeton Youth Baseball League and the Templeton Chamber of Commerce.
Doug Prichard - State Farm Insurance Agent
Doug Prichard - State Farm Insurance Agent is a local insurance agency located in downtown Davis, California. With a background in Finance and Business Economics, Doug has been in the financial services industry since 1993. The agency offers a variety of insurance coverage options including Automobile Insurance, Home Insurance, Renters Insurance, Health Insurance, Life Insurance, Earthquake Insurance, Flood Insurance, and Trupanion Pet Insurance. The team at Doug Prichard - State Farm is dedicated to helping clients find the right coverage to protect themselves and their families. As an active member of the Davis Chamber of Commerce, Doug is committed to supporting the local community. Whether you need assistance with insurance policy transfers or simply want to learn more about your coverage options, the team is ready to help. Stop by the office or give them a call to get started on your personalized insurance plan.
Moby Young - State Farm Insurance Agent
Moby Young - State Farm Insurance Agent is a trusted insurance agency located at 3740 Campus Drive, Newport Beach, California, United States. Our team is dedicated to helping you find the right protection for your Auto, Home, Business, Life, and Health Insurance needs. We prioritize simplicity and effectiveness in providing you with the most value out of your coverage. Whether you prefer to call or text, we are always available to assist you. Our agent, Moby Young, holds a B.S. in Business and has been a resident of Orange County for many years. With a background in serving as the President of the Ladera Rancho Chamber of Commerce, Moby specializes in Home, Life, Business/Commercial, and Auto Insurance. We also offer policies in Arizona, Nevada, and Oregon.
Alex Mora - State Farm Insurance Agent
Alex Mora - State Farm Insurance Agent is a well-established insurance agency located at 1111 East Katella Avenue in Orange, California. Alex Mora, the dedicated insurance agent, brings a wealth of experience and a strong commitment to excellence in serving his customers. With a deep understanding of the local community, Alex is actively involved in the Anaheim Chamber of Commerce, building strong relationships with business owners and residents. Specializing in Auto, Home, Renters, Business, Life, and Health Insurance, Alex and his team of experienced and bilingual staff members are dedicated to providing the highest level of service and personalized attention to every customer. With a focus on meeting all insurance needs, the agency offers a range of insurance options to protect what matters most to the residents of Orange and the surrounding areas.
Kamiya Insurance Agency
Kamiya Insurance Agency is a local, independent, and trusted insurance agency located at 373 Van Ness Avenue in Torrance, California, United States. Established in 1949 by Kay and Charles Kamiya in Little Tokyo, the agency later moved to Torrance in 1991. We offer a wide range of insurance coverage for individuals, families, and businesses, including Automobile, Homeowners, Business Insurance, Medical, Dental, Life, and Pension Plans. Our agency only partners with insurance companies that have strong financial backing to ensure that our clients' needs are met. Some of our insurance company partners include Tokio Marine and Nichido Fire Insurance Company, MAPFRE/Commerce West, Safeco Insurance Company, and Anthem Blue Cross. At Kamiya Insurance Agency, we provide quality personal insurance options for families and individuals throughout California. Our insurance partners offer a variety of choices to give you peace of mind so you can focus on growing your business. Our life and health insurance advisors can provide recommendations to help you and your family navigate uncertainty.
Roger Fernando - State Farm Insurance Agent
Roger Fernando - State Farm Insurance Agent is a reputable insurance agency located at 2200 Camino Ramon, San Ramon, California, United States. With over 35 years of experience, Roger Fernando proudly serves the residents of San Ramon and surrounding communities in the Bay Area. Services offered include auto insurance, life insurance, homeowners insurance, renters insurance, business insurance, and financial services. Roger and his dedicated team prioritize communication and personalized service, ensuring that each customer receives tailored recommendations based on their individual needs. Known for their industry knowledge, empathy, and exceptional customer service, the agency goes the extra mile to help clients manage risks, plan for the future, and protect what matters most.
Stella Health Insurance Agency
Stella Health Insurance Agency is a leading provider of health insurance services located at 5900 South Eastern Avenue in Commerce, California. Our agency offers a wide range of health insurance plans to meet the diverse needs of individuals and families. With a team of experienced and knowledgeable insurance agents, we are committed to helping our clients find the best coverage options at affordable rates. Whether you are looking for individual health insurance, family coverage, or group plans, Stella Health Insurance Agency is here to help you navigate the complex world of health insurance and find the right policy for you. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
Eric Martinez - State Farm Insurance Agent
Eric Martinez - State Farm Insurance Agent is a well-established insurance agency located at 440 West Baseline Road in Claremont, California. Eric Martinez, a second generation State Farm Agent, has been serving the community since 2010 with extensive State Farm experience dating back to 2001. He is a proud husband and father of three boys, dedicated to giving back to the community as a Claremont Chamber of Commerce member, Claremont Little League Board Member, and sponsor of local high school sports programs. Specializing in Auto Insurance, Homeowners Insurance, Renters Insurance, and Condominium Insurance, Eric Martinez Insurance & Financial Services Inc. prioritizes protecting the financial future of families with Life Insurance and Health Insurance. For small business owners, they offer Business Liability Insurance, Workers Compensation Insurance, and E&O Insurance. Serving Claremont and surrounding areas, as well as California, Nevada, and Arizona, Eric Martinez is licensed in multiple states to assist clients with insurance needs.
Wasson Investment Services
Wasson Investment Services, located at 6020 Commerce Boulevard in Rohnert Park, California, is a finance and insurance agency that aims to provide families and businesses with innovative financial strategies to improve their quality of life. Through a true partnership with clients, they design customized financial plans to provide confidence, clarity, and protection for the future. Specializing in income planning for retirement, Wasson Investment Services helps clients navigate through accumulation, distribution, and preservation phases while utilizing tax-advantaged vehicles to achieve retirement income goals. Their New Generation Retirement® system incorporates stewardship, transparency, and technology in five steps to help clients weather the complex challenges of the financial world. They also provide education on Social Security benefits and offer personalized risk analysis through the Color of Money Risk Analysis tool.
Dwight Matthews - State Farm Insurance Agent
Dwight Matthews - State Farm Insurance Agent is a trusted insurance agency located at 1564 Miramonte Avenue in Los Altos, California. Situated at the Loyola corner near Fremont and Foothill expressway, we are dedicated to serving the insurance and financial needs of individuals and families in the area. With a focus on providing protection from the unexpected, we take pride in offering State Farm's financial stability to our clients. As an active member of the Los Altos Chamber of Commerce and Los Altos Rotary, we are deeply involved in the local community. Our team, led by Sheila and Chris, has extensive experience in the insurance industry and is committed to helping policyholders achieve their financial goals. With a focus on customer care, we have been serving the Los Altos community for 29 years.
Aleene "Ace" Althouse - State Farm Insurance Agent
Aleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.
Tim Mcgallian - State Farm Insurance Agent
Tim McGallian - State Farm Insurance Agent is located at 6200 Center Street in Clayton, California. Tim McGallian is proud to serve as a State Farm Insurance Agent for customers in California, Oregon, and Arizona. The agency serves the local communities of Clayton, Concord, Walnut Creek, Pittsburg, Pleasant Hill, and the surrounding Bay Area. Tim McGallian, the Former Mayor of the City of Concord, prioritizes keeping customers and their families properly insured with customized State Farm policies. The agency also offers Personal Price Plan Bundles for Auto Insurance and Homeowners Insurance in Arizona and Oregon. In addition to insurance services, Tim McGallian is actively involved in the community, serving on the Board of Directors for The Greater Concord Chamber of Commerce. The agency participates in local events benefiting non-profits such as the Contra Costa & Solano Food Bank, White Pony Express, Monument Crisis Center, and Meals on Wheels.
Tatiana Ruiz More - State Farm Insurance Agent
Tatiana Ruiz More - State Farm Insurance Agent is a second generation insurance agency located at 8705 Truxton Avenue in Los Angeles, California. Specializing in a wide range of insurance services including auto, motorcycle, home, renter's, life, health, small business, pet, boat, RV, and trailer insurance, the agency is dedicated to helping individuals and families prepare for both expected and unexpected events in life. With a background in Criminal Justice Administration and Public Administration, Tatiana Ruiz More is passionate about providing opportunities for financial security and preventing financial devastation. Fluent in Spanish, her team is able to serve a diverse range of customers in the community.
Lionel Mabasa - State Farm Insurance Agent
Lionel Mabasa - State Farm Insurance Agent is a trusted insurance agency located at 373 East Rowland Street, Covina, California, United States. Serving the Covina community since 2009, Lionel Mabasa is not only a State Farm agent but also a father, son, and husband. With a bachelor's degree from the University of California, Irvine, Lionel is dedicated to providing excellent customer service and educating his clients on their insurance needs. As a member of the Covina and West Covina Chambers of Commerce, as well as the Director of Membership of the West Covina Rotary Club, Lionel is deeply involved in his community. Lionel and his bilingual team are available to assist with auto insurance, homeowners insurance, health insurance, and life insurance. They also specialize in small business insurance, including workers compensation. Serving the cities of San Dimas, Irwindale, La Verne, Azusa, Pasadena, and all of Southern California, Lionel and his team are available 24/7 through text, phone, email, and virtual meetings.
John Olson Insurance Agency, LLC
John Olson Insurance Agency, LLC is a reputable insurance agency located at 27537 Commerce Center Dr in Temecula, California. With a commitment to providing top-quality insurance products and exceptional customer service, our agency helps clients protect their assets and loved ones with personalized coverage options. Whether you are looking for auto, home, life, or business insurance, our experienced team is here to help you find the perfect policy to meet your needs. Contact us today to learn more about how we can assist you in securing peace of mind and financial protection.
Charlotte Russell - State Farm Insurance Agent
Charlotte Russell - State Farm Insurance Agent is a local insurance agency located at 947 Enterprise Drive, Sacramento, California, United States. Our team is dedicated to providing auto insurance, home insurance, life insurance, renters insurance, commercial insurance, small business insurance, and financial services to customers in Sacramento, Folsom, Carmichael, El Dorado Hills, and across California. With over a decade of experience, we are passionate about finding the right coverage for you and your family. We believe in giving back to our community and support organizations like Samaritan House and Street Life Ministries. As a member of the Sacramento Chamber of Commerce and the Downtown Business Group, we are committed to strengthening our communities. Our mission is to be a community leader and the first choice for all your insurance and financial service needs.
Aldrich Wealth Advisors
Aldrich Wealth Advisors, located at 1903 Wright Place in Carlsbad, California, is a finance institution that has been serving clients since 1973. With a focus on accounting, consulting, and wealth management, Aldrich has a team of experienced professionals ready to help local businesses navigate financial complexities. The Carlsbad location has been recognized for its community impact, receiving awards from the Carlsbad Chamber of Commerce for philanthropy and beach clean-ups. Carl Pinkard, the Office Managing Partner for the Carlsbad location, specializes in working with high-net-worth families and business owners. As a Certified Exit Planning Advisor (CEPA), he helps clients prepare their businesses for transitions and plan for the impact on their personal financial goals.
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